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What’s Better Than Just a Portland Estate Planning Attorney?

CPAs Who Can Save You Up to 39.9% of Your Entire Net Worth

We marry our CPA firm in Portland with estate planning attorneys to ensure a simple transition for your family and a legacy of wealth.
Serving Greater Portland and Southwest Washington area’s 2.2M residents in Pearl District, Lake Oswego, Camas, Beaverton, Wilsonville, and beyond, for all of your Portland estate planning needs.
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Tax Planning Case Study Image

Case Study

How We Helped a Couple Save $160,000 in Taxes After a Big Whoopsie!

Avoid Giving 40% of Your Net Worth to the Government

We get it…

It may not feel comfortable to talk about things that could go wrong in our lives. And since it’s “not important today,” it’s easy to push it off. But poor/no estate planning could cost your family up to 40% in taxes when your wealth transfers to them after you pass on.

Our CPA firm works with Portland estate planning attorneys to help you plan for:

  • Death
  • Divorce
  • Retirement
  • Partnership Dissolvement
  • Special Needs

That’s why we specialize in estate planning, wealth transfer advisory and tax planning, helping you and your family to retain the maximum amount of your net worth.

We’re the Perfect Estate Planning Financial Advisors
for You, If You…

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Need a Plan
If you don’t have an estate plan (or your plan is outdated), 40% of your money/assets will likely end up in the government’s hands.
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Want Peace of Mind
You want to know that your assets, business, and family will be taken care of if anything should happen to you.
Legacy
Aspire to Leave a Legacy
You want to preserve your assets and set things up for your heirs so everything you’ve worked for is sustained for generations.
«For a small investment today in estate planning services, we could save you up to 39.9% in tax liability when your assets transfer to your loved ones, ensuring an abundant future for your family and giving you peace of mind and a legacy-driven purpose today.»
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Trusted by Portland Business Owners



“They were quick to get back to us and set up an in person appointment to discuss final taxes on an estate. The office was professional and in a great easy to get location.”

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Doddie Dunbar



“We have had our taxes done here for many years. They have always been professional and provided excellent customer service.”

Rhiannon O'Brien



“Tim is wonderful. Easy to work with and very thorough, saving me money on my business taxes. I wouldn't use anyone else.”

Tessie Adams

CPAs With a Passion for Estate Planning

Established in 1964 in Portland’s Hollywood district, this firm already offered extraordinary tax planning services. Since then, I have evolved our company beyond the typical Portland accounting firm to include estate planning and wealth advisory because I wanted to take care of my family’s legacy wealth and help others do the same.

Over the years, clients have passed away and I’ve seen the disaster it creates for those who don’t have a plan in place. I truly want better for you and your family.

I know what good estate planning looks like for a bereaved family. It takes unnecessary stress off their plate and leaves them in a very good situation for decades.

On behalf of my family and our amazing team at Downing & Co, I look forward to working with you so you can save in taxes today and ensure your legacy for the future.

Tim Downing

Tim Downing Signature

Tim Downing, CPA, Oregon | Downing & Co. Managing Principal

Our 5 Phases of
Proactive Planning

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Proprietary Client Interview
Customized Proactive Action Plan
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Wide Access to Experts
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Implementation
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Regular
Check Ins

Meet Your Portland CPA Team

Tim Downing, CPA

Tim Downing, CPA, Oregon

Managing Principal
Jeannie Ryall, EA

Jeannie Ryall, EA

Tax Manager
Dachelle Hattan

Dachelle Hattan

Tax Accountant
Lee Schwartz

Lee Schwartz

Advanced Planning Team Lead
Shirley McArthur

Shirley McArthur

Office Manager

4 Reasons to Work With Our Portland Tax Accountants

1

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Results-Focused

Your results are our success; that’s why it’s our number one priority. We design our work to generate at least a 3x ROI, and in most cases, we hit 10x. You can count on us to work hard for you and your money.

2

Innovative

Proactive Advisors

Most accountants wait for you to come to them when you need something. Instead, we will proactively guide you to ensure your net worth is protected today and in the future for your family.

3

Holistic

Work Holistically

Our comprehensive range of small business accounting services ensures you get convenient access to all the experts you need, including tax planning, risk mitigation, wealth management, legal services, and business advisory.

4

Care

CPAs Who Care

We’ve replaced stale formalities and technical jargon with down-to-earth, conversational relations. Our clients become friends. Many of our friends (clients) work with us for decades and become family. Our close friendly relationship is what we love most about our work.

Book a Free
Consultation

We’ll start your journey through our proprietary client interview process to review your unique situation and develop actionable recommendations that meet or exceed your tax, bookkeeping, estate, or wealth planning needs quickly and conveniently.

Fixed Fee

No Surprises
Guarantee

We believe in full transparency and respect, which is why we offer a fixed fee for our accounting and bookkeeping services.
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More Than Your Average Portland Estate Planning Attorney. Here’s What You’ll Get When You Hire Us…

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Close to 0% Tax Liability
As your estate planning CPA, we will ensure your tax payments are as close to $0 as possible, so you can keep more of what you worked so hard for.
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Up to 10x ROI
Your results are our success, so we design our estate planning services to generate at least a 3x return on investment, and in most cases, we hit a 10x ROI.
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Streamlined & Convenient
Our comprehensive team of 70+ experts provide a holistic strategy that includes: legal services, wealth management, tax planning, risk mitigation, and business advisory.

Yes, We Offer Estate Planning Services in Portland, Oregon

Vancouver, WA
Salem, OR
Eugene, OR
Gresham, OR
Hillsboro, OR
Beaverton, OR
Bend, OR
Medford, OR
Springfield, OR
Corvallis, OR
Albany, OR
Tigard, OR
Lake Oswego, OR
Keizer, OR
Grants Pass, OR
Oregon City, OR
McMinnville, OR
Redmond, OR
Tualatin, OR
West Linn, OR
Woodburn, OR
Forest Grove, OR
Wilsonville, OR
Newberg, OR
Roseburg, OR
Klamath Falls, OR
Ashland, OR
Milwaukie, OR
Sherwood, OR
Happy Valley, OR

Multnomah
Washington
Clackamas
Columbia
Yamhill
Marion
Polk
Tillamook
Hood River
Clatsop
Lincoln
Linn
Benton
Wasco
Jefferson
Lane
Skamania (WA)
Klickitat (WA)
Cowlitz (WA)
Clark (WA)
Pacific (WA)
Wahkiakum (WA)
Sherman
Morrow
Gilliam
Crook
Deschutes
King (WA)
Pierce (WA)
Thurston (WA)

Portland Small Business Accountants is near Pioneer Courthouse Square which is close to Troutdale, Fairview, and Canby. Pittock Mansion, Providence Park, and Portland Japanese Garden are also nearby.

FAQs

What is the best age to start planning for an estate?
The best time to start estate planning is in your 30s or 40s, especially if you have assets, dependents, or a business. However, it’s wise to have a basic plan—like a will and power of attorney—earlier. Regular updates ensure alignment with life changes, wealth growth, and legal shifts.
What is the difference between will and estate planning?
A will is a legal document that outlines how assets are distributed after death, naming beneficiaries and an executor. Estate planning is a broader process that includes a will, trusts, tax strategies, power of attorney, and healthcare directives, ensuring asset protection, minimizing taxes, and managing affairs during incapacity.
What is better, a trust or an estate?
A trust is a legal entity that holds and manages assets for beneficiaries, offering probate avoidance, tax benefits, and control over distribution. An estate refers to all assets owned at death. Trusts provide greater flexibility and privacy, while estates follow probate. The best choice depends on financial goals and complexity.
What happens if you don't do estate planning?
Without estate planning, assets go through probate, a lengthy, public, and costly court process. State laws determine inheritance, which may not align with your wishes. Loved ones may face disputes, higher taxes, and delays. Lack of planning can also leave healthcare and financial decisions in uncertain legal hands.
Is estate planning only for the wealthy?
No, estate planning is for everyone, not just the wealthy. It ensures assets are distributed according to your wishes, minimizes legal complications, and includes healthcare directives and guardianship for dependents. Proper planning helps avoid probate, reduce taxes, and provide financial security for loved ones, regardless of net worth.

1 Fun And 1 Interesting Fact About Portland!

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Portland is affectionately known as the “City of Roses” due to its ideal rose-growing climate, which led to the establishment of an annual Rose Festival starting in 1907. An intriguing feature of Portland is Mill Ends Park, officially recognized by the Guinness Book of World Records as the smallest park in the world, measuring just two feet in diameter. It was created in 1948 on a median strip for the purpose of being a colony for leprechauns and a location for snail races.

Portland Small Business Accounting Resources

Oregon Society of CPAs

 
10206 SW Laurel St
Beaverton, OR 97005

 
(503) 641-7200

Oregon Association of Tax Consultants

3075 S.E. Century Blvd.
Suite 110
Hillsboro, OR 97123

(503) 726-0100

Portland Accounting Office

 
1120 SW 5th Ave #1250
Portland, OR 97204

 
(503) 823-5288

What is the Oregon Society of CPAs?
The Oregon Society of CPAs (OSCPA) is a professional organization representing certified public accountants (CPAs) in Oregon. Established to support and enhance the competency and professionalism of its members, OSCPA provides a range of services including continuing education, advocacy, and networking opportunities. It acts as a resource for its members regarding updates in accounting standards and regulations, and also offers leadership development and community involvement initiatives. Additionally, the society plays a significant role in promoting ethical practices and professional standards within the accounting profession in Oregon.
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What is the Oregon Board of Accountancy?
The Oregon Board of Accountancy (BOA) is a regulatory agency responsible for overseeing the accounting profession within the state of Oregon. Its primary functions include licensing Certified Public Accountants (CPAs) and public accounting firms, enforcing compliance with professional standards, and ensuring ethical practices in the field. The Board sets educational and professional requirements for licensure, conducts examinations, and manages continuing education mandates. It also investigates complaints and takes disciplinary actions against licensees who violate laws or professional guidelines. By doing so, the Oregon BOA aims to protect the public interest and maintain trust in the accounting profession.

Portland, Oregon Local Resources

Small Business Accountant Portland

5933 NE Win Sivers Dr
Suite 102
Portland, OR 97220

(503) 257-9611

Portland Metro Chamber

121 SW Salmon St.
Suite 1440
Portland, OR 97204

(503) 224-8684

Portland Office of Management & Finance

1120 SW 5th Ave
Room 901
Portland, OR 97204

(503) 823-5288

Portland IRS Taxpayer Assistance Center

1220 SW 3rd Ave
Portland, OR 97204

(844) 545-5640

Portland Police Bureau

1111 SW 2nd Ave
Portland, OR 97204

(503) 823-3333

City of Portland

1221 SW 4th Ave # 110
Portland, OR 97204

(503) 823-4000

Top Companies in Portland, Oregon

Nike

One Bowerman Dr
Beaverton, OR 97005

(503) 671-6453

Columbia Sportswear

14375 NW Science Park Dr
Portland, OR 97229

(503) 985-4000

Daimler Trucks North America

4555 N Channel Ave
Portland, OR 97217

(503) 745-7124

Greenbrier Companies

One Centerpointe Dr.
Suite 200
Lake Oswego, OR 97035

(503) 684-7000

Umpqua Holdings Corporation

One SW Columbia St
Suite 1200
Portland, OR 97258

(503) 973-5945

Vestas American Wind Technology

1417 NW Everett St
Portland, OR 97209

 
(503) 327-2000

More About Small Business Accounting in Portland, Oregon

Portland, Oregon, stands as a vibrant city known for its lush greenery, cycling-friendly streets, and strong embrace of alternative lifestyles. As of the latest estimates, Portland boasts a population of over 650,000 residents, making it the largest city in Oregon and the 26th most populous in the United States. This diverse city offers a rich tapestry of demographics, with a significant Caucasian majority followed by Asian, African American, Native American, and Hispanic communities. The city’s demographic makeup reflects its cultural diversity, evident in its array of festivals, restaurants, and community events celebrating various cultures.

The residents of Portland are known for their progressive values, environmental awareness, and creative spirit. The city has a young, vibrant, and educated populace that drives its dynamic cultural scene. Portlanders are also recognized for their high engagement in local activism and politics, advocating for sustainability and social justice. The city’s unique character is also shaped by its numerous microbreweries, coffee shops, and a culinary scene that prioritizes local and organic ingredients, further defining the distinctive lifestyle of its inhabitants.

Small business accounting in Portland caters to a vibrant community of entrepreneurs and startups, reflecting the city’s innovative and progressive spirit. Local accountants specialize in providing comprehensive services tailored to the unique needs of small businesses, including bookkeeping, tax preparation, and financial planning. Given Portland’s diverse economic sectors like technology, retail, and creative industries, these professionals are adept at navigating industry-specific financial challenges and opportunities, ensuring businesses not only comply with state and federal regulations but also thrive financially.

In addition to traditional accounting services, Portland’s accountants often focus on sustainability and community engagement, aligning with the city’s values. They offer guidance on taking advantage of local eco-friendly incentives and help businesses implement practices that contribute positively to the community. This approach supports small businesses in integrating into Portland’s social and environmental fabric, fostering not just economic growth but also a commitment to the city’s overall well-being and sustainability.

Downing & Co works with businesses and high-networth individuals to minimize their taxes and grow their bottom line, while building and preserving their legacy. Offering tax planning, accounting services, estate planning, and wealth management services in the greater Portland area, we work holistically and proactively for you. Our clients love our quick response time, fixed fees, friendly advisors, and our creative, results-focused approach.

Your Next Steps

Book a Free Consult
Start your journey through our proprietary client interview process.
Read the Case Study
See how we helped a couple save $160,000 in taxes after a big whoopsie!

Your Proactive & Holistic Small Business Accountant

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We’re Proud Members of

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Available to US-based business owners through scheduled consultations and secure online collaboration. Services are subject to applicable state rules and engagement acceptance.